See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,585 | $50,898-43.8% | $171,082-83.3% | $55,167-48.2% |
| Participation rate | 41.8% | 63.3%-21.5pp | 76.7%-34.9pp | 69.0%-27.2pp |
| Annual return | 9.56% | 15.34%-5.8pp | 32.56%-23.0pp | 169.23%-159.7pp |
| Employer contribution / active EE | $395 | $1,433-72.4% | $4,002-90.1% | $1,963-79.9% |
| Participant deferral / active EE | $1,569 | $2,994-47.6% | $4,797-67.3% | $3,054-48.6% |
| Admin fee / account holder | $8 | $500-98.4% | $8,520-99.9% | $504-98.4% |